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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,574 | $102,595-48.8% | $94,057-44.1% | $154,746-66.0% |
| Participation rate | 53.3% | 76.0%-22.7pp | 73.3%-20.0pp | 80.7%-27.4pp |
| Annual return | 5.36% | 583.42%-578.1pp | 480.62%-475.3pp | 172.34%-167.0pp |
| Employer contribution / active EE | $473 | $3,147-85.0% | $2,933-83.9% | $4,379-89.2% |
| Participant deferral / active EE | $2,201 | $5,118-57.0% | $4,709-53.3% | $6,730-67.3% |
| Admin fee / account holder | $98,077 | $7,736+1167.8% | $7,244+1253.8% | $14,365+582.7% |